Every financial journey has three roads - the road where you build, the road where you preserve, and the road where you live on what you've earned. At Three Roads Financial, I help individuals, families, and small business owners navigate all three.

I've been doing this since 2004. In that time I've learned that the difference between a retirement that works and one that doesn't usually comes down to planning - not just for the good scenarios, but for the real ones. Taxes going up. Long-term care costs nobody planned for. A Social Security decision made too early. A portfolio that looked fine until it wasn't.

As a Chartered Financial Consultant (ChFC®) licensed in life, long-term care, and disability insurance, I handle the full picture - investments, insurance planning, and retirement income - without handing you off to someone else.

I work directly with every client myself. That's not a selling point. It's just how I think this should be done.

Matt lives in Easton, MA with his wife Deann and three children.

Five Star Wealth Manager, Boston Magazine, 2012-2026.*

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2026 Five Star Wealth Managers.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.